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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (5331)	2/4/2003 3:55:08 AM
From: Paul V.	Read Replies (1) \| Respond to of 25522

Gottfried, Check the EPS growth rate for QCOM (cell phones) in India, China, etc. Will this explosion reflect technology growth in the pacific rim for other technology. If I recall correctly, the 3rd year median for the S and P prior to this down cycle was approx. 24% with the 4th year approx. 16%. With the new US Dept of Homeland Security, the war and obsolecence of 1999 technology how long can companies go without updating their equipment after the war. I wish I had a way to calculate the impact of infividual emotions in relation to their buying patterns after the emotion of fear is removed. I will post the DW bull shaped curve data for the last few weeks. DW office call one of the local brokers last Thursday wanting them to give a list of their porfolio's so they (DW) could give them a list of stocks to short. This may reforce what Jacob is stating. What I am implying, is the variables can change so quickly. Tonight DW has the Semi's bull percentage at 28. Therefore, the sector is in the buy range. IBD has amat as of tonight: prc at $12.02, Overall ranking at 23 of 99 high (E), EPS at 64, R/S at 13, and the industrial sector ranking of 197 being the low at 132, ROE at D, Accumualtion at C+, and the Overall ranking of 63 equipment makers AMAT ranks 17th, fundamentally at 23 and attractive ranking of 19. Klac and NVLS ranked 4th and 5th of the 63 stocks above $10. My question, is why is AMAT lower in the SEMI equipment rating? Is Klac and NVLS taking market share from AMAT, or what else? QCOM on the other hand has almost a perfect high ranking with a Overall ranking of 99 out of 99 with 99 being the high. Qcom according to what the IBD shows is the place to be at. Just my opinion. Paul

To: Gottfried who wrote (5331)	2/4/2003 7:24:55 AM
From: Jeffrey D	Read Replies (2) \| Respond to of 25522

Bear Stearns drops coverage of the entire semi equipment sector. Well, this should significantly reduce their future analysis errors in this area! Jeff << By Donna Fuscaldo Of DOW JONES NEWSWIRES NEW YORK (Dow Jones)--Bear Stearns Cos. (BSC) has dropped coverage of the semiconductor equipment sector, following the departure of analyst Robert Maire. Russell Sherman, a spokesman for Bear Stearns, declined to comment on whether Maire resigned or was laid off. He said Bear Stearns is determining if it will resume coverage of the chip equipment industry at a later date. Maire wasn't immediately available to comment. The companies that Bear Stearns will no longer cover include Applied Materials Inc. (AMAT), Agilent Technologies Inc. (A), KLA-Tencor Corp. (KLAC), Novellus Systems Inc. (NVLS), Teradyne Inc. (TER) and Varian Semiconductor Equipment Associates Inc. (VSEA). The spokesman noted that the firm is continuing to cover chip companies like Intel Corp. (INTC) and Micron Technology Inc. (MU). -By Donna Fuscaldo; Dow Jones Newswires; 201-938-5253; donna.fuscaldo@dowjones.com